See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,962 | $27,641-89.3% | $61,373-95.2% | $68,494-95.7% |
| Participation rate | 5.7% | 39.5%-33.8pp | 52.6%-46.9pp | 67.9%-62.2pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.61%-338.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $172 | $1,263-86.4% | $2,125-91.9% | $4,027-95.7% |
| Admin fee / account holder | $45 | $2,010-97.8% | $2,130-97.9% | $5,403-99.2% |